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Salzhauer Michael Portfolio holdings
AUM
$292M
Turnover
25.53%
1-Year Est. Return
30%
This Fund
S&P 500
This Quarter Est. Return
+16.51%
1 Year Est. Return
+30%
3 Year Est. Return
+106.71%
5 Year Est. Return
+50.52%
10 Year Est. Return
+271.97%
AUM
$292M
AUM Growth
+$80.3M
(+38%)
Cap. Flow
-$112M
Cap. Flow % of AUM
Cap. Flow %
-38.42%
Top 10 Holdings %
Top 10 Hldgs %
64.93%
Holding
94
New
19
Increased
12
Reduced
21
Closed
5
Avg Time Held
Equity + Options
4.2
years
Top 10 Avg Time Held
Equity + Options
2.3
years
Top 20 Avg Time Held
Equity + Options
3.1
years
Avg Time Held Equity only
4.7
years
Top 10 Avg Time Held Equity only
3.2
years
Top 20 Avg Time Held Equity only
3.2
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Pinnacle Financial Partners Inc
PNFP
|
+$14.3M |
| 2 |
Capital One
COF
|
+$6.88M |
| 3 |
Burke & Herbert Financial Services Corp
BHRB
|
+$934K |
| 4 |
Third Coast Bancshares
TCBX
|
+$824K |
| 5 |
Amerant Bancorp
AMTB
|
+$698K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Citigroup
C
|
+$74.1M |
| 2 |
Bank of America
BAC
|
+$32.7M |
| 3 |
Citizens Financial Group
CFG
|
+$6.45M |
| 4 |
Wells Fargo
WFC
|
+$4.71M |
| 5 |
KeyCorp
KEY
|
+$3.93M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 91.67% |
| 2 | Miscellaneous | 7.11% |
| 3 | Communication Services | 0.46% |
| 4 | Technology | 0.42% |
| 5 | Healthcare | 0.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
26
Dime Commercial Bancshares
DCOM
$1.89B
| $2.2M | 0.75% |
54,202
-8,000
| -13% | -$297K |
2020 Q3
23 quarters
|
|
27
Huntington Bancshares
HBAN
$31.8B
| $2.11M | 0.72% |
119,107
| – | – |
2013 Q4
50 quarters
|
|
28
Virginia National Bankshares
VABK
$270M
| $2.03M | 0.69% |
45,672
| – | – |
2021 Q2
20 quarters
|
|
29
Regions Financial
RF
$24.3B
| $2.01M | 0.69% |
66,450
| – | – |
2014 Q2
48 quarters
|
|
30
Hancock Whitney
HWC
$5.9B
| $1.81M | 0.62% |
24,232
| – | – |
2021 Q3
19 quarters
|
|
31
Metropolitan Bank Holding Corp
MCB
$1.2B
| $1.78M | 0.61% |
17,974
+81
| +0.5% | +$7.35K |
2023 Q4
10 quarters
|
|
32
Towne Bank
TOWN
$3.34B
| $1.71M | 0.58% |
47,121
| – | – |
2016 Q2
40 quarters
|
|
33
Shore Bancshares
SHBI
$766M
| $1.66M | 0.57% |
72,357
| – | – |
2021 Q2
20 quarters
|
|
34
Unity Bancorp
UNTY
$585M
| $1.51M | 0.52% |
25,674
+6,250
| +32% | +$341K |
2025 Q4
2 quarters
|
|
|
35
Citizens Financial Group
CFG
$27.4B
| $1.5M | 0.51% |
21,391
-100,000
| -82% | -$6.45M |
2021 Q1
21 quarters
|
|
36
WSFS Financial
WSFS
$4.04B
| $1.48M | 0.51% |
19,329
| – | – |
2019 Q1
29 quarters
|
|
|
37
Burke & Herbert Financial Services Corp
BHRB
$1.43B
| $1.45M | 0.5% |
20,219
+14,436
| +250% | +$934K |
2026 Q1
1 quarter
|
|
38
USCB Financial Holdings
USCB
$369M
| $1.28M | 0.44% |
62,629
+10,000
| +19% | +$190K |
2024 Q1
9 quarters
|
|
39
CF Bankshares
CFBK
$224M
| $1.28M | 0.44% |
39,003
| – | – |
2021 Q2
20 quarters
|
|
|
40
Amerant Bancorp
AMTB
$1.18B
| $1.28M | 0.44% |
50,000
+30,000
| +150% | +$698K |
2025 Q4
2 quarters
|
|
41
Hanmi Financial
HAFC
$953M
| $1.24M | 0.42% |
38,201
-15,970
| -29% | -$477K |
2024 Q1
9 quarters
|
|
42
QCR Holdings
QCRH
$1.69B
| $1.18M | 0.4% |
12,083
-167
| -1% | -$15.3K |
2022 Q2
16 quarters
|
|
43
South Plains Financial
SPFI
$810M
| $1.14M | 0.39% |
26,431
+3,885
| +17% | +$162K |
2024 Q1
9 quarters
|
|
44
JPMorgan Chase
JPM
$881B
| $1.05M | 0.36% |
3,215
| – | – |
2014 Q4
46 quarters
|
|
45
Apple
AAPL
$5.07T
| $989K | 0.34% |
3,418
| – | – |
2020 Q2
24 quarters
|
|
46
Summit State Bank
SSBI
$81.9M
| $984K | 0.34% |
72,575
| – | – |
2017 Q2
36 quarters
|
|
47
CoastalSouth Bancshares
COSO
$334M
| $887K | 0.3% |
33,046
| – | – |
2025 Q3
3 quarters
|
|
48
Popular Inc
BPOP
$10B
| $856K | 0.29% |
5,215
| – | – |
2013 Q4
50 quarters
|
|
49
Morgan Stanley
MS
$282B
| $853K | 0.29% |
4,081
-50
| -1% | -$9.9K |
2013 Q4
50 quarters
|
|
|
50
CALL
Citizens Financial Group
CFG
$27.4B
| $780K | 0.27% |
+100,000
| New | +$6.45M |
2026 Q2
0 quarters
|
|
Similar funds
Salzhauer Michael's Q2 2026 Portfolio in Review
As of Q2 2026, Salzhauer Michael held 94 positions worth $292M, up 38% from $212M the previous quarter. Its ten largest holdings account for 65% of the portfolio.
Salzhauer Michael withdrew a net $112M in Q2 2026, closing 5 positions and reducing 21 holdings. Its most notable exit was LINKBANCORP, an estimated $681K position sold in full.
By sector, the portfolio is most concentrated in Financials at 92% of assets, down from 98% a quarter earlier, followed by Miscellaneous and Communication Services.
Against the trend, Salzhauer Michael opened a new position in Pinnacle Financial Partners Inc worth $15M.
- Salzhauer Michael's largest Q2 2026 buy was Pinnacle Financial Partners Inc: 148,566 shares worth $15M.
- Salzhauer Michael added most to Capital One in Q2 2026, an estimated $6.88M increase.
- Salzhauer Michael's biggest Q2 2026 reduction was Citigroup, cutting an estimated $74.1M.
- Salzhauer Michael fully exited LINKBANCORP in Q2 2026, selling an estimated $681K.
- Salzhauer Michael's ten largest holdings make up 65% of its $292M portfolio in Q2 2026.
- Salzhauer Michael opened 19 new positions and closed 5 in Q2 2026.
- Salzhauer Michael's portfolio value rose 38% quarter-over-quarter to $292M.
Based on Salzhauer Michael's 13F filing for Q2 2026, filed 20 Jul 2026.